September 27, 2025


Webinar


2 CPE

Improve Spreadsheets by Building Controls in Excel

September 27, 2025
Webinar
2 CPE

Improve Spreadsheets by Building Controls in Excel

  • Instructor

    Chris
    Smith

Learning Objectives

After attending this presentation, you will be able to...

  • Apply Excel workflows to build efficient and accurate data reports.
  • Analyze data sets to calculate key performance metrics and insights.
  • Utilize Excel formatting tools to structure reports for clarity and professional presentation.

Major Topics

The major topics that will be covered in this class include:

  • Tour of the Power BI Desktop Interface: Understand the layout, tools, and features of Power BI Desktop.
  • Tour of PowerBI.com Interface: Familiarize with the online environment of Power BI for report creation.
  • Importing Power Pivot Data Model: Understand how to integrate Power Pivot models into Power BI for more complex data analysis.
  • Building Visuals: Learn the step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling.
  • Review of Available Visuals: Explore the variety of visuals available in Power BI and their appropriate applications.
  • Power BI Desktop Features: Delve into the advanced features of Power BI Desktop, enhancing data manipulation and visualization capabilities.
  • Building Interactivity into Visuals: Learn to create dynamic and interactive reports that engage and inform.
  • Publishing Reports to PowerBI.com: Gain skills in uploading and managing reports on PowerBI.com for wider access and collaboration.

CPE Credits Available

2 CPE
2
Auditing

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Excel

Prerequisites

A good knowledge of using Excel

Advanced Preparation

None

Intended Audience

Any Excel user that wants to learn how to create controls within Excel to improve accuracy

Provider

CPA Crossings, LLC

Register For This Event

  • ASCPA Member

    $ 89 89
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  • ASCPA Non-Member

    $ 139 139
    Your Price

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